Cryptocurrency funds recorded a second consecutive week of inflows last week, extending the $3.3 billion in…
Tag: AUM
UBS Team with $1.25B AUM Joins LPL Financial
A South Carolina-based team managing about $1.25 billion in client assets is joining independent broker/dealer LPL…
Corient Further Bolsters AUM with $3.5B Boston RIA
Fresh off an international acquisition bringing in a combined $214 billion in client assets, mega-RIA Corient…
MAI Capital to Acquire Evoke Advisors, Doubling AUM
Cleveland-based MAI Capital Management is acquiring Los Angeles-based RIA Evoke Advisors, which will nearly double the firm’s…
SPYI Is Closing In On $5 Billion AUM And Produces Double Digit Yields (BATS:SPYI)
This article was written by Follow I am focused on growth and dividend income. My personal…
Steward Partners acquires $481M AUM Longbridge
New York City-based wealth manager Steward Partners has acquired Longbridge Wealth Advisors, a firm with $481…
PGIM AUM Grows to $1.4T, Driven by Market Appreciation
PGIM, the asset management business of Prudential Financial, reported 8% year-over-year growth of assets under management…
Bitcoin, Ether, Solana, XRP ETFs See Record AUM as Traders Warn of ‘Summer Lull’
Bitcoin is holding firm near $108,700 even as traditional markets recoil from renewed trade tensions sparked…
Record Highs for Digital Asset Fund Flows as AuM Hits $188 Billion
Iris Coleman Jul 07, 2025 03:53 Digital asset funds experience record asset…
Crypto ETPs Print New AUM And Inflow Highs: CoinShares
Cryptocurrency investment products clocked another week of inflows last week, even as volatility persisted across major…
RIA Industry Hits Record Number of Firms, Client AUM
The registered investment advisor industry hit several record highs in 2024, including for the number of…
Cresset’s Susie Cranston on Scaling to $65B AUM
In this episode of the RIA Edge Podcast, join host David Armstrong for an insightful conversation…
Cresset’s Family Office Roots Drive Growth to $65B AUM
Cresset, a $65 billion registered investment advisor based in Chicago, started as a family office serving…
Lido Advisors Secures Investment from HPS, Aims for Growth Beyond $30B AUM
Lido Advisors has sold a stake to HPS Investment Partners, which joins prior investor Charlesbank Capital…
Insurance AUM Has Tripled in Past Decade, Reaching $4.5T Last Year
Unaffiliated general account insurance assets—assets managed by third parties for insurers—rose to $4.5 trillion at the…
Subscription Fees in Advisory Firms Beyond AUM
If you have a practice with two partners or an “ensemble” practice with five to 10…